How to Run an AI Workflow Audit for Revenue Operations
A step-by-step method for mapping where work depends on memory, spreadsheets, and manual checking — and ranking the workflows where AI would actually create leverage.
Where AI should draft and where a person must approve. A framework for designing review steps into client-facing and high-stakes revenue workflows.
This piece is being written. The thinking behind it is something we apply in every engagement — book an AI Systems Review to see it applied to your own revenue and operations stack.
A step-by-step method for mapping where work depends on memory, spreadsheets, and manual checking — and ranking the workflows where AI would actually create leverage.
Not every workflow should be automated first. A framework for sequencing by leverage, risk, and data readiness so the highest-impact system ships first.